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WCG Wealth Advisors’s Exelon EXC Stock Holding History

WCG Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,528
Closed -$546K – 288
2024
Q1 		$546K Buy
14,528
+34
+0.2% +$1.22K 0.05% 214
2023
Q4 		$520K Buy
14,494
+1,301
+10% +$50.1K 0.04% 245
2023
Q3 		$589K Buy
+13,193
New +$538K 0.04% 232

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WCG Wealth Advisors's EXC Position: Q2 2024 in Review

WCG Wealth Advisors sold out of Exelon (EXC) in Q2 2024, closing a stake of 14,528 shares — an estimated $546K sold.

WCG Wealth Advisors first reported a position in EXC in Q3 2023 and held it in 3 quarters. The position peaked at $589K in Q3 2023. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • WCG Wealth Advisors reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 14,528 Exelon shares in Q2 2024, an estimated $546K.
  • WCG Wealth Advisors first reported a position in Exelon in Q3 2023 and held it in 3 quarters.
  • WCG Wealth Advisors's Exelon position peaked at $589K in Q3 2023.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.